Their advice helped me structure my portfolio, protected me during the downturn (to the extent that I did not lose money) and positioned me very well for financial growth now and into the future. (2012)
Jeremy Lloyd (Senior Director, Global Corporate) and Carol Lloyd (Switzerland)
Jonathan Davis Wealth Management have saved my wife and me from losing 40% of our net wealth over the last 12 months (2009)
Robert Gaunt - Outsourcing/Offshoring Consultant and Renate Hechter (Sydney Australia)
It took us three years to find someone to manage our wealth, and we can now sleep at night! (2011)
Darren and Ruth Johnston (Semi-retired entrepreneurs) (N Wales)
Their understanding of markets and economics is deep and they have greatly helped my family preserve and grow our capital
Emmanuel Bueb - CEO, Boomerang Communications and Sylvie Bueb
Jonathan has advised us for over 10 years and always provided consistent, truly independent thinking with emphasis on capital preservation
Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent)
Our only regret is that we didn’t meet Jonathan Davis ten years earlier
Prof Michael Arthur (President and Vice-Chancellor, University College London) and Dr Liz Arthur (Southampton NHS Trust)
Their principles, ethos and the fact that you can trust them to do what's best for you, set them aside from the vast majority of IFAs
Yaser Martini - COO, MePlease.com (C London)
Reassuring we have advice and support from a firm that understands the markets and ensures that action is taken at the right time
Michael Pinhorn - Telecommunications Consultant and Saleha Pinhorn (Languages) (Berkshire)
As new clients of Jonathan Davis Wealth Management we held them in very high regard. This has increased as our relationship has developed
Brian Norman (Mgt Consultant) and Brigit de Wever (Languages)
I would unhesitatingly recommend Jonathan Davis Wealth Management as I have been very impressed, over the years, with their financial acumen.
Jon Hather FCA (Chartered Accountant, Snr Dir, National Healthcare company) and Val Hather
Jonathan stands out as an Economist and Wealth Manager who tells it as it is rather than what you want to hear. His advice is built on hard economic facts, tailored to your needs and based on what he would do if he were in your shoes. I highly recommend him.
Roy Duncan FCCA (Chartered Accountant and FD/FC Recruiter)
Welcome to
Jonathan Davis Wealth Management,
Chartered Financial Planners
We provide a complete wealth advice service and we have been doing so since 2001.
Wealth and Later Life Finance Adviser, Jonathan Davis BA MBA FCII FPFS EFP, and Senior Paraplanner, Brendan Bensley BA FPFS EFP, are Chartered Financial Planners.
Client Portfolio Performance From 1 Jan 2016
Typical client portfolio (net of all fees) v RPI and Cash
To end of quarter.
We advise you based on what we would do, were we in your shoes, given what we know.
We want to work with you over the long term.
It is our principal aim that you are delighted after instructing us.
Look in Booms & Busts Reports for how we approached wealth management over recent months and years, and advised our clients.
Take a walk through the site. Then decide if you would like to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, above, what wonderful things our clients have said about us.
Contact us to see how we can help you:
Telephone: 0345 862 2919 or email Jonathan directly by clicking on: jdavis@jonathandaviswm.com
After a brief discussion, once we are sure we can help, we will arrange to meet with you, with no-obligation on your part. Our in-depth Discovery Meetings normally last around 2 hours. We will review your arrangements and make appropriate comment, as well as say what we would advise. We will then write with service proposals and costs. Then you decide if you wish to instruct us to work for you.
Click here to see why you ought to contact us to consider having us as your Wealth and/or Later Life Finance Advisers.
Click here to read how we help real families, like you.